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Daniel Kolber

Advisor at Intellivest Securities, Inc.

Updated today

Firm

Intellivest Securities, Inc.

Location

Riverdale, GA 30296-2610

Credentials

Series 63, Series 65

Industry experience

40 years

About

Daniel Kolber is a financial advisor at Intellivest Securities, Inc. with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has operated the Law Office of Daniel H. Kolber, P.C. since 2010. In addition to his advisory role, he owns Intellivest Securities Research, Inc., which produces securities research. Intellivest Securities, Inc. provides investment advice and research services covering publicly traded equities and private placements. The firm offers subscription-based research, analytical tools, and consulting engagements, utilizing a blend of fundamental, technical, and charting analysis in its investment approach.

Client services

Based on Intellivest Securities, Inc.

Financial planning Newsletters or periodicals Security ratings or pricing

Fee options

Fixed

Fixed fees negotiated for special reports and charts/graphs/formulas

Project-based

Hourly fees from $190 to $850 per hour depending on project hours

Other

Fee-only: Hourly fees ranging from $190 to $850 per hour depending on project hours; fixed fees also negotiated

Location

1540 Chase Court

Riverdale, GA 30296-2610

Most active in

Georgia

Work history

Law Office of Daniel H.. Kolber, P.C.

2010 - Present (16 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Bryan B

CFP®, Series 63

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Peachtree City, GA

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Orrodon D

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Cash flow / budgeting College savings (529s, UTMA, etc.) General retirement planning Retirement withdrawal strategies Divorce financial planning Executive Founder/Business Owner Married/Couples/Partners Divorced Approaching retirement
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Kyle R

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Peachtree City, GA

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Wealth management Cash flow / budgeting College savings (529s, UTMA, etc.)
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